About Us
Qualified. Experienced. Diligent.
Root offers outsourced paraplanning services that are tailored to meet the specific needs of financial advisers and their firms. Provided by qualified paraplanners boasting extensive industry experience, we take pride in delivering suitability reports that not only meet the highest standards of quality but also seamlessly align with your existing branding and operational processes.
One of the core services we provide is the production of suitability reports. We recognise that composing meaningful suitability reports is a complex and time-consuming task, requiring a deep understanding of the ever-evolving financial landscape. We pride ourselves on being well-versed in the intricacies of financial planning, investment strategies, and regulatory requirements. We ensure that every suitability report we create conveys your intended plan, supporting effective communication with your clients.
In addition to suitability reports, we offer comprehensive technical support. We delve into the nitty-gritty of financial planning, undertaking extensive research, performing complex calculations, and conducting in-depth analyses of plan data. Our support services enable you to make well-informed decisions and provide your clients with the best possible financial guidance.
Adding value to your business.
We understand that as a financial adviser, your time and energy are precious resources. The demands of the profession often involve balancing administrative tasks, compliance requirements, and maintaining relationships with your clients. Root's integrated paraplanning solutions are designed to alleviate the burden of the more time-consuming and resource-intensive aspects of your work, allowing you to focus on what matters most—your clients and growing your business. By outsourcing your paraplanning needs to Root, you can free up valuable time and resources that can be reinvested in building and nurturing client relationships, exploring new business opportunities, and enhancing your service.
With Root as your trusted partner, you can rely on our expertise, experience, and commitment to excellence. Our services seamlessly integrate into your workflow, becoming an extension of your team, and ensuring that your clients receive the highest level of service. Let us handle the technical aspects, so you can focus on what truly matters in your profession – providing exceptional financial guidance and strengthening your client relationships.
Get in touch
If you’d like to find out more about how we can support your business, don’t hesitate to get in touch. Use our contact form to send us a message.